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Procedure Codes and Setup

Procedure codes define the billable services your practice offers. Each charge entered in InSched is associated with a procedure code, which determines the default amount, description, and billing behavior.

Accessing Procedure Codes​

Select Billing > Procedure Codes or Setup > Procedure Codes from the menu.

Procedure Code List​

The Procedure Codes dialog shows a searchable grid of all defined procedure codes. You can filter, search, and manage codes from this interface.

Setting Up a Procedure Code​

Each procedure code includes:

Basic Information​

  • Procedure Code - The CPT or HCPCS code (e.g., "99213" for an office visit)
  • Description - Description of the service
  • Default Amount - The standard charge for this service
  • Category - Grouping category for reporting
  • Type - Classification of the service
  • Units - Default number of units

Provider Defaults​

  • Default Provider - The provider typically associated with this service
  • Default Supervising Provider - If supervision is required

Billing Attributes​

  • Tax - Whether this service is subject to sales tax
  • Active/Inactive - Whether this code is currently in use

Insurance Setup​

Insurance Companies​

Select Setup > Insurance Cos from the menu to manage the master list of insurance companies and plans.

Each insurance company record includes:

  • Name - Insurance company name
  • Type - Insurance classification
  • Contact Information - Address, phone, fax
  • Claim Submission Method - How claims are submitted (paper, electronic)
  • Procedure Code Set - Which procedure codes are recognized by this insurer
  • Notes - Additional information

Insurance Classes​

Select Setup > Insurance Classes to organize insurance companies into categories for reporting and filtering (e.g., "Commercial", "Medicare", "Medicaid", "Workers Comp").

Diagnosis Codes​

Select Setup > Diagnoses from the menu to manage the list of diagnosis codes (ICD-10) used in your practice. Diagnosis codes are associated with charges for insurance billing.

Additional Setup​

Accounts​

Select Billing > Accounts to manage billing accounts. Accounts can group charges for patients or families.

Referral Sources​

Select Setup > Referral Sources to track how patients are referred to your practice.

Companies and Employers​

Select Setup > Companies and Employers to manage employer and company records for workers' compensation and occupational medicine billing.

Provider Classes​

Select Setup > Provider Classes to categorize providers for reporting.

Practice Billing IDs​

Select Setup > Practice Billing IDs to configure the practice's billing identification numbers (NPI, Tax ID, etc.).

Facilities​

Select Setup > Facilities to manage facility records for place-of-service reporting.

Referring Providers​

Select Setup > Referring Providers for Billing to maintain a list of referring providers for insurance claim requirements.

Billing Procedure Mapping​

Select Billing > Billing Procedure Mapping to map your procedure codes to insurance-specific code requirements.